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    Uber - (wann) kommt der Börsengang? - 500 Beiträge pro Seite

    eröffnet am 08.06.16 16:30:21 von
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     Ja Nein
      Avatar
      schrieb am 08.06.16 16:30:21
      Beitrag Nr. 1 ()
      ...habe zwar noch nie Uber benutzt, aber es ist inzwischen fast allgegenwärtig in den Medien;

      habe ein tangierendes Interesse insoweit, als dass die Tesla-Analysten ja einen nicht unerheblichen Teil ihrer "Bewertungen" auf Phantasie im Zusammenhang mit autonomem Fahren/Fahrdienst -flapsig von mir T-Uber genannt- abstellen.


      Es kann also interessant sein, Uber im Auge zu behalten, weil man so vielleicht abschätzen kann, wie realistisch solche Ideen sind.


      Konkreter Auslöser für die Threaderöffnung heute war das hier: https://www.tnooz.com/article/mary-meeker-2016-internet-tren…
      Avatar
      schrieb am 08.06.16 16:32:20
      Beitrag Nr. 2 ()
      Text dazu:
      .
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      The killer slide (for Uber-watchers) in Mary Meeker’s 2016 internet trends report
      Jun 8.2016

      Uber‘s ridesharing business UberPool has been highlighted in Mary Meeker’s KPBC Internet Trends 2016 as part of the report’s “Re-Imagining Transportation” section.

      “Shared private rides [are] becoming urban mainstream” the report says, and references UberPool’s growth since its launched in August 2014 as an example. UberPool now accounts for 20% of Uber’s total.

      The stats come direct from Uber, cover the first three months of 2016 and offer a rare glimpse into Uber’s operational scale. KPCB lists Uber as one its “consumer digital” investments.

      These numbers show that ride-sharing, facilitated of course by mobile platforms, has a significant role in what used to be the taxi app business. UberPool’s presence in 36 cities is modest compared with the core Uber brand which is live in 469 cities.

      The figures for China are interesting, particularly as Uber is facing severe competition across all its business lines from Didi. While 30 million rides a month sounds a lot, Didi’s own carpooling footprint is reportedly 1.57 million a day. Didi’s rideshare options exist in 15 cities across China, one more than UberPool.

      This is a negligible difference compared with how big a lead Didi has in the core taxi-app business – it claims a market share of 99%.

      An interesting historical perspective is referenced in the report – a hundred years ago there was ridesharing product in Los Angeles called “jitneys” which carried around 150,000 passengers a day before being “regulated out of existence” by 1919.

      And an unusual (if tenuous) future-gazing perspective is that in the US the average commuter spends 19 hours a month getting to and from work. Ridesharing frees up this time, which means user can spend more time online, which represents a significant engagement opportunity for marketers and entertainment platforms.
      Avatar
      schrieb am 17.06.16 16:05:21
      Beitrag Nr. 3 ()
      http://seekingalpha.com/article/3982508-uber-miss-2017-ipo-w…

      Summary

      The ride-hailing industry is at the peak of the hype curve, and both Uber and Didi are using it successfully.

      As autonomous cars are expected to take off soon, Uber starts to benefit from the buzz around the emerging industry.

      With an expected 9.6 P/S ratio in 2017, Uber could go public in an ideally-timed move next year to maximize return.

      There are plenty of examples of companies wishing they went public when they should have, and Uber shouldn't be added to that list.
      Avatar
      schrieb am 30.06.16 15:13:17
      Beitrag Nr. 4 ()
      Jean Liu

      Diese Frau macht Uber das Leben schwer

      Marco Weimer am 30. Juni 2016


      Sie ist das Gesicht der New Economy in China. Mit 38 Jahren ist die Harvard-Absolventin Jean Liu mittlerweile President von Didi Chuxing. Der chinesische Ridesharing-Dienst ist mit einer Bewertung von 25 Milliarden Dollar der größte Konkurrent von Uber und eine der wichtigsten Mobility-Plattformen der Welt. In diesem Monat erst sammelte das Unternehmen sieben Milliarden Dollar ein. Selbst Apple investierte eine Milliarde Dollar in das Unternehmen. Ebenfalls beteiligt sind die beiden Tech-Riesen Alibaba and Tencent.

      Ihr Unternehmen scheint dem Wettbewerber Uber auf dem chinesischen Markt immer einen Schritt voraus zu sein. In einem Interview mit dem Magazin Fast Company sagte Liu, dass Didi Chuxing im vergangenen Jahr 1,4 Milliarden Fahrten vermittelt habe. Uber kommt laut eines geleakten Schreibens von CEO Travis Kalanick nur auf eine Milliarde Fahrten in China - und das, obwohl das US-Unternehmen dem Wall Street Journal zufolge jährlich rund eine Milliarde Dollar in den chinesischen Markt pumpt.

      Ob Didi Chuxing bald in die USA oder nach Europa expandiert, wollte das Unternehmen bislang nicht kommentieren. Eine Partnerschaft mit dem US-Taxivermittler Lyft könnte jedoch ein erster Schritt sein, die Grenzen Chinas zu überschreiten.


      Von Goldman Sachs zum Uber-Konkurrenten

      Jean Liu fing 2014 als COO bei Didi Dache an, noch bevor sich das Unternehmen mit Kuaidi Dache zu Didi Chuxing zusammenschloss. Seit dem Zusammenschluss arbeiteten 700 Angestellte bei der Fahrvermittlung, heute sind es bereits 5.000. Für dieses rapide Wachstum ist Liu mitverantwortlich: Nachdem sie 2015 zum President ernannt wurde, rekrutierte sie fleißig Nachwuchs. Das Durchschnittsalter der Mitarbeiter soll aktuell bei 26 Jahren liegen, sagt sie gegenüber Fast Company. „Wir haben es darauf angelegt, die besten jungen Talente aus den unterschiedlichsten Bereichen für uns zu gewinnen.“

      Zuvor arbeitete Liu zwölf Jahre für Goldman Sachs, unter anderem als Managing Director. Davor für Unternehmen aus der Modebranche, Gesundheitsversorgung und Landwirtschaft, schreibt CNN. In Harvard machte sie ihren Master in Computer Science.
      3 Antworten
      Avatar
      schrieb am 15.07.16 10:38:28
      Beitrag Nr. 5 ()
      Antwort auf Beitrag Nr.: 52.732.621 von R-BgO am 30.06.16 15:13:17
      beim ersten Mal hatte ich das mit der Milliarde von Apple überlesen;
      denke, das rechtfertigt einen eigenen

      Thread: Didi Chuxing - Chinas "Uber".


      Bin mal gespannt, wer zuerst an die Börse kommt.
      2 Antworten

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      schrieb am 24.07.16 10:35:19
      Beitrag Nr. 6 ()
      Antwort auf Beitrag Nr.: 52.839.391 von R-BgO am 15.07.16 10:38:28Make peace, not losses – Didi and Uber backers talk truce
      Jul 22.2016

      Uber China has had another story to not comment on this week after Bloomberg reported that some investors were actively seeking a tie-up with its Chinese competitor Didi.

      In an emailed statement it said there is a “long-standing policy of [us] not responding to rumour and speculation.”

      The Bloomberg story is based around the fact that both firms are “bleeding cash” in an attempt to grow their business in China. Uber China is a separate corporate entity from Uber Technologies, with different investors, although the mothership does have a stake in its Chinese unit.

      People familiar with the matter claim that Uber China’s losses are so severe that they are im
      pacting its overall finances, cancelling out profits elsewhere and delaying its rumoured IPO as a result.

      There have been phone calls between unnamed investors to discuss various options, and it appears that the impetus is coming from Uber investors rather than Uber China. However, any decision would need to be made by both boards. The report admits that they“are not currently discussing a deal” although execs from both have met up over the past year.

      On the one hand the rumours are at least a sign that there is some disquiet among investors about long-term profitability. But merging two loss-making businesses into one does not necessarily cancel out each other’s losses.

      And of course the rumours are just that, rumors.

      Elsewhere, there could be another new entrant to the taxi-app sector. Elon Musk, founder and CEO of Tesla, said in a blog post that he sees a future where Tesla owns and operates a fleet of autonomous electrical vehicles in a city which can be accessed by users “with a tap of their phone.”

      Lyft, in which Didi has a stake, has talked about “a network of on demand autonomous vehicles” as part of its relationship with General Motors.
      1 Antwort
      Avatar
      schrieb am 27.07.16 12:38:09
      Beitrag Nr. 7 ()
      Taxi app shake-up in Europe, Hailo brand to be phased out
      Jul 26.2016

      Mytaxi has merged with Hailo, giving its owner Daimler Group a 60% stake in what is now Europe’s biggest taxi app business.

      The new company will operate under the mytaxi brand, with Hailo’s businesses in the UK, Ireland and Spain transferring to mytaxi by mid-2017.

      A spokesperson told Tnooz that as well as swapping brands Hailo will start to use the mytaxi platform within the same time frame.

      Hailo’s current CEO Andrew Pinnington will run the new company, which will be based in Hamburg.
      The combined business becomes the European market leader. Currently they have 3 million active users, defined as someone who has used the apps to book a cab within the past thirty days.

      Mytaxi was set up in Germany 2009 and claims to be “the world’s first taxi app”. It was bought by Daimler in 2014 for an undisclosed sum. The new company will be 60% owned by Daimler with the balance held by existing Hailo shareholders.

      Hailo has received just over $100 million in funding since its launch in 2011.

      In context of the global taxi app industry, the creation of a European powerhouse operating under a single brand brings another scale player into the mix (although it is worth comparing its three million active users with China’s Didi, which completes 14 million rides a day across all its businesses).

      It also means that there is now an obvious European partner for the Rides Everywhere alliance, set up by Lyft and Didi. The founders cover North America and China respectively and have since recruited Grab for south east Asia and Ola for India.

      Daimler however is talking in terms of further strategic investments in the new business, having already committed nearly €500 million to what it calls “mobility platforms and services”.
      Avatar
      schrieb am 01.08.16 11:13:30
      Beitrag Nr. 8 ()
      Antwort auf Beitrag Nr.: 52.901.494 von R-BgO am 24.07.16 10:35:19geliefert:

      Uber China, Didi to merge in $35B deal

      Aug 1 2016, 03:24 ET | About: Uber (UBER) | By: Yoel Minkoff, SA News Editor

      Uber Technologiees (Private:UBER) is giving up its costly battle for China's riders, swapping its local operations there for a minority stake in the country's homegrown champion.

      The new entity combines Didi Chuxing's (Private:DIDI) most recent valuation of $28B and Uber China's $7B for a $35B market capitalization.

      Didi will also make a $1B investment in Uber as part of the complex deal, which could be announced as soon as today.
      Avatar
      schrieb am 02.08.16 08:21:55
      Beitrag Nr. 9 ()
      Uber to invest $500M in global mapping project, report says
      Jul 31, 2016, 1:31pm PDT

      http://www.bizjournals.com/sanjose/blog/techflash/2016/07/ub…

      In another sign of how big a business Uber has become, the on-demand transportation giant is reportedly investing half-a-billion dollars on a mapping project.

      The Financial Times cited an unnamed source in a story on Sunday that said San Francisco-based Uber sees the project helping it become less dependent on Google Maps.

      Uber is reportedly spending $500 million on a golbal mapping project that will make it less dependent on Google Maps as it moves towards a future that it believes will include driverless cars.

      Google Ventures (now known as GV) led a $253 million Series C round for Uber in August 2013 when Travis Kalanick's company was only valued at about $3.5 billion.

      Today, Uber is figured to be worth more than $60 billion and the two companies haven't worked closely with one another as they develop rival technologies for autonomous vehicles.

      Uber last hired away Brian McClendon, the man who was running Google Maps and helped to create Google Earth.

      McClendon posted a blog on Wednesday that talked about what he is doing now at Uber, but didn't mention the huge budget he is working with.

      "The ongoing need for maps tailored to the Uber experience is why we’re doubling down on our investment in mapping," he wrote. "Last year we put mapping cars on the road in the United States. This summer they hit the road in Mexico. Our efforts are similar to what other companies including Apple and TomTom are already doing around the world."

      In addition to hiring McClendon, Uber last year bought San Jose-based mapping startup deCarta and some of Microsoft's mapping business. It has also set up a research outpost in Pittsburgh that is staffed by dozens of researchers it hired away from Carnegie-Mellon University's robotics engineering center.

      Altogether, Uber has raised more than $13.5 billion from investors, including more than $6 billion in private equity and debt financing in the first seven months of this year.
      Avatar
      schrieb am 23.08.16 10:28:23
      Beitrag Nr. 10 ()
      Wettbewerber:
      Lyft

      Uber vermiest seinem Rivalen Lyft den Milliarden-Exit
      Elisabeth Oberndorfer am 22. August 2016

      Der US-Ridesharing-Dienst Lyft ist erfolglos auf der Suche nach einem Käufer. Grund dafür könnte der Uber-Chef sein, der Investoren vor einem Deal warnt.


      In China hat sich Uber bereits mit seinem Mitbewerber zusammengeschlossen, in den USA kämpft der Ridesharing-Riese noch gegen die Konkurrenz an. Der Erzrivale heißt Lyft und wurde drei Jahre nach dem Start von Uber in San Francisco gegründet. Doch im Gegensatz zum großen Konkurrenten arbeitet Lyft noch nicht international und hat auch noch keinen Börsengang in Aussicht gestellt. Stattdessen soll das Unternehmen auf der Suche nach einem Käufer sein.

      Schon vor einigen Wochen sickerte durch, dass General Motors das Startup für neun Milliarden US-Dollar übernehmen wollte. Der Autokonzern hat bereits Anfang des Jahres 500 Millionen Dollar investiert. Lyft schlug das Angebot allerdings aus, machte sich aber laut neuen Insider-Berichten weiter auf die Suche nach einem Käufer.

      Mit Amazon, Apple, Alphabet und Microsoft soll es Gespräche gegeben haben. Sogar mit Uber und Didi Chuxing hat Lyft den Berichten zufolge informell verhandelt. Interessiert an einer Übernahme war offenbar keiner der Technologieriesen. Grund für die Zurückhaltung könnte die angestrebte Summe von neun Milliarden Dollar sein. Bei der jüngsten Finanzierungsrunde lag die Bewertung von Lyft bei 5,5 Milliarden Dollar.

      Ein anderer Grund könnte sein, dass Uber-CEO Travis Kalanick die Suche nach einem Käufer absichtlich erschwert. Er soll Investoren in Gesprächen gewarnt haben, dass eine Übernahme des Ridesharing-Diensts durch Uber regulatorische Schwierigkeiten mit sich bringen könnte. Einen Kauf würde er deshalb nicht zulassen. Außerdem sei Lyft nicht mehr als zwei Milliarden Dollar wert, soll Kalanick behauptet haben.

      Lyft äußert sich nicht zu den Verhandlungen mit potenziellen Käufern. Medienberichten zufolge hat der 2012 gegründete Taxiservice liquide Mittel in Höhe von 1,4 Milliarden US-Dollar zur Verfügung – was reichen sollte, um profitabel zu arbeiten und unabhängig zu bleiben.
      Avatar
      schrieb am 24.08.16 12:27:34
      Beitrag Nr. 11 ()
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      schrieb am 25.08.16 12:51:30
      Beitrag Nr. 12 ()
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      schrieb am 01.09.16 22:22:59
      Beitrag Nr. 13 ()
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      schrieb am 17.12.16 09:53:27
      Beitrag Nr. 14 ()
      Avatar
      schrieb am 16.02.17 11:29:20
      Beitrag Nr. 15 ()
      Uber’s Pitch To Investors
      By Brian Langis on January 26, 2017 5:59 pm in Business

      http://www.valuewalk.com/2017/01/uber-pitch-investors/

      A lot of people are asking how can I invest in Uber. They say things like “Uber is the next big thing, I can’t miss out on its IPO”…Every year we have a company that makes people dream. People want the next Microsoft. The fantasy of easy money makes people dream and they kind of lose their mind when it comes to rational investing.

      Uber is what we call a “disruptor” business. Companies like Uber, Netflix, Spotify, Airbnb and Amazon among others are “disrupting” the world we know with the aim of making it better. Along the way it creates winners (usually the consumers) and losers (taxi drivers, cable companies, hotels etc…) Uber is simply an taxi app on your phone that let’s book a ride. Uber didn’t reinvent the wheel here. They simply made an under-served service, cabing, much better.

      Uber is a company that I admire. I like taking it and I believe they are not going anywhere no matter how many angry cabs drivers block the streets. Technology is not something bad or good, just like steel is not bad or good. It’s just that our laws are not up to date for these new an upcoming companies.

      Companies like Uber take on the establishment and left the old guard gritting their teeth. Fast growing companies like Uber constantly need money. Uber is still a private company and we don’t have access to financials. Various media have reported that Uber is burning over $500 million a quarter. It could be an exaggeration but it’s reasonable to think they are burning through a lot of cash since they are constantly looking for money. Uber is not profitable and probably won’t be for a long time. A company like Uber is still allowed to exist because the capital market let it exist. If the tide turned, like it did with the dotcom boom in 2000, it could become a bust.

      Companies that you admire and love doesn’t necessarily make it a great investment. I like Twitter, it doesn’t mean it’s a great investment. You still need to focus on the fundamentals. You still need to ask how you are going to make a return on that investment. Especially if the company is burning through cash. Interesting fun companies doesn’t necessary = I will be rich. A company like Uber can’t pay a dividend or buyback shares. So you are entirely hoping that the next valuation round will be higher (and you are diluting your ownership too). It’s the greater fool theory. Now I’m not saying Uber is a bad investment. We barely know anything about its finances. It might turn out to a great investment. I don’t know.

      I suggest you read the article, Banks Passed Up Uber Share Sale on Lack of Data from Bloomberg. Credits to François Denault, an excellent value investor in Montreal for the find.

      The articles says that at least two investment banks passed on selling shares of Uber to their high-net worth clients — shares eventually sold by other banks in January — because the ride-share company wasn’t willing to provide financial details about its business. The 290-page Uber prospectus Morgan Stanley sent to prospective investors before the January stock sale didn’t include Uber’s net income or annual revenue. The New York-based bank addressed the lack of data in its prospectus, and love that part, by saying “the development of insights and big ideas is valuable to the investment process, whereas obsession over incremental ‘information’ flow is not.I just love how you can spin so much b.s. and still get the money you need. Good for them. But there’s a lot of suckers out there. We live in a weird era. Reminds me of Trump with his “alternative facts” and “we disagree about the facts”.

      Who is buying shares of a company without having any clues about the financials? A lot of folks apparently. It’s a dream for Uber and a potential disastor for investors. Reminds me of the dot-com mania. Now that we have the Dow at 20,000 points, there’s seems to be a mini euphoria going on.
      Avatar
      schrieb am 05.05.17 18:05:22
      Beitrag Nr. 16 ()
      If Uber was public, Kalanick would not be CEO now: Vanity Fair's...

      http://video.cnbc.com/gallery/?video=3000616202
      Avatar
      schrieb am 02.06.17 14:38:30
      Beitrag Nr. 17 ()
      Uber Limits Loss to $708 Million in First Quarter
      By MIKE ISAACMAY 31, 2017


      Uber has spent billions to upend the transportation industry. Now, at least for the moment, it is burning slightly less cash in that effort.

      The company said Wednesday that it lost $708 million over the first three months of the year on revenue of $3.4 billion, not counting expenses like employee stock compensation. That is a narrowing of the previous quarter’s loss of $991 million, on revenue of $2.9 billion.

      Uber said it was still sitting on $7.2 billion in cash, roughly the same amount it held at the end of 2016.

      “These results demonstrate that our business remains healthy and resilient as we focus on improving our culture, management and relationship with drivers,” an Uber spokesman said in a statement. “The narrowing of our losses in the first quarter puts us on a good trajectory towards profitability.”

      In the latest in a string of executive departures, Uber also said Wednesday that its finance leader, Gautam Gupta, was leaving to join a start-up. Uber said it was looking for someone with experience running financial operations for a public company.
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      schrieb am 07.06.17 10:35:48
      Beitrag Nr. 18 ()
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      schrieb am 07.07.17 13:06:37
      Beitrag Nr. 19 ()
      Avatar
      schrieb am 24.08.17 22:13:58
      Beitrag Nr. 20 ()
      Uber Reports Adjusted Revenues And Slimming Losses In Q2’17

      August 23, 2017

      https://news.crunchbase.com/news/uber-reports-adjusted-reven…

      Uber continued its regular schedule of partial financial releases. Today, it detailed its second quarter 2017 results to Axios.

      The disclosure comes after the firm released parts of its third and fourth quarter 2016 results as well as elements from its financial performance in the first quarter of this year. The company’s preliminary second quarter 2017 results were also detailed.

      Uber’s latest figures are the usual slurry of confusion. Regardless, it seems that the media narrative concerning the company’s new results is positive. We’re going to put to the test how deserving that positivity is.


      The Numbers In Context

      To give you enough background to understand Uber’s results, we’ve gone back through our own work, and the work of some people we love, to compile a running list of what we know about Uber.

      To ensure that we don’t cross wires, we’re using only numbers that are sourced from the company.

      Let’s start at the top of Uber’s funnel with gross bookings (data compiled from our past Q3’16, Q4’16, Q1’17, Q2’17 reporting, Bloomberg, and the new Axios piece):

      Q3’16 gross bookings: $5.4 billion.
      Via Q4’16 result and reported sequential-quarter growth pace1.
      Q4’16 gross bookings: $6.9 billion.
      Q1’17 gross bookings: $7.5 billion.
      Q2’17 gross bookings: $8.7 billion.

      That works out to the following sequential-quarter gross bookings percentage growth:

      Q4’16 gross bookings: 28 percent.
      Q1’17 gross bookings: 8.7 percent.
      Q2’17 gross bookings: 17 percent.
      As reported, 16 percent by rough math.
      (Note: We lack Q3’16 gross bookings because we do not have Q2’16 number to measure from):

      So Uber’s growth is a bit up-and-down, at least from a gross bookings perspective. What that means is up to you. I don’t know how seasonable Uber’s business is, but the firm still grew in the first quarter on a gross bookings basis and re-accelerated. Not bad.

      Next, we’ll dig into net revenue, which has some problems:

      Q3’16 net revenue: $1.66 billion.
      Via Q4’16 result and reported sequential-quarter growth pace.
      Q4’16 net revenue: $2.9 billion.
      Q1’17 net revenue: $3.4 billion.
      Q2’17 net revenue: $1.75 billion.

      I suspect you are confused, and it’s mostly because I wanted you to be. Why, you ask, is Uber’s second quarter 2017 revenue so small compared to the firm’s Q1 2017 number, when its gross bookings rose?

      Because the numbers that come before Q2’17 are “unadjusted net revenue,” which is an odd phrase that means, in Uber’s case, that the firm counts UberPool gross bookings as net revenue. That inflated the firm’s net revenue, giving us, in part, the firm’s comically large Q3 2016 to Q4 2016 jump in revenue.

      If my understanding holds up, the adjusted net revenue number treats Pool top line as gross bookings and Uber’s cut as net revenue. (Things are changing on this accounting front; we want the adjusted net revenue in this case, as it is closer to god and so forth.)

      Two things from Axios help make all this a bit clearer. First, the adjusted net revenue results we actually care about are as follows:

      Adjusted net revenue was $1.75 billion in Q2 vs $1.5 billion in Q1 and around $800 million in Q2 2016.

      Here’s why the company reported its adjusted net revenue, and not the far larger, unadjusted (and soon to be archaic) number:

      Revenue note: Uber is no longer reporting unadjusted net revenue to its investors due to new guidance from the SEC.

      So the company’s revenue is more modest than we might have thought. Growing its top line from $1.5 billion to $1.75 billion in a single quarter is nothing to sneeze at, but the smaller revenue results make the company’s losses seem all the larger in comparison.

      Let’s explore those losses. Quickly, in temporal order, with notes along the way:

      Q3’16 adjusted loss: $934 million non-inclusive of “employee stock compensation, certain real-estate investments, automobile purchases and other expenses” according to Bloomberg.
      Via Q4’16 result and reported sequential-quarter growth pace.
      Q4’16 adjusted loss: $991 million, non-inclusive of “employee stock compensation, certain real-estate investments, automobile purchases and other expenses” according to Bloomberg.
      Q1’17 adjusted loss of $708 million, a result that excludes “stock compensation and other items” according to the Wall Street Journal.
      EBITDA loss of $598 million in the period, according to Axios’ most recent piece.
      Q2’17 EBITDA loss of $534 million.

      Axios notes that the figure rises to $645 million when we look at “adjusted EBIT” instead.

      Update: Silly me didn’t note that Axios included a more apples-to-apples adjusted loss number for Q2’17: $645 million (heavily adjusted, bear in mind), off around 9 percent from the preceding quarter.

      Can you find the truth there? Only that it seems that the company is directionally losing less money over time. But bear in mind that the company’s GAAP net loss results will be far steeper. Uber, for example, is known for paying employees more heavily on stock than cash compared to other firms. Those costs will resurface.


      What Did Any Of That Mean?

      To lean on bullet points one more time, let’s quickly distill the above into a few shots you can take before you go:

      * Uber’s gross bookings growth is uneven, but still expanding quickly on a sequential-quarter basis.

      * That some of the unevenness is predicated on seasonality is possible, but it’s unclear.

      * The firm’s adjusted net revenue matters more than its unadjusted net revenue, meaning that the firm is about half as big as some previously thought.

      * Uber grew its adjusted net revenue by $250 million in the second quarter or just under 17 percent.

      * That growth pace matches the expansion in Uber’s gross bookings during the period, perhaps implying that the firm is maintaining its cut of rides it facilitates.

      * The firm could be losing less money over time, but it isn’t entirely clear given the amount of adjusting going on in reported numbers.

      In case that sounds a bit negative, let’s end with a plus sign: what’s good for Uber? Axios, take us home:

      Uber’s global ride-share business was margin positive last quarter, which is a flip from Q1.

      Good job, Uber.
      Avatar
      schrieb am 31.08.17 19:19:58
      Beitrag Nr. 21 ()
      der neue Boss sagt: IPO in 18-36 Monaten:
      https://www.bloomberg.com/news/articles/2017-08-30/uber-look…


      "Kalanick introduced the new CEO to employees at a staff meeting Wednesday morning. Khosrowshahi, who starts Sept. 5, cracked jokes and fielded inquiries. In response to a question about going public, he said it would probably happen in 18 to 36 months, according to two people who listened to the meeting. “It’s my opinion that the company should go public,” he said."
      1 Antwort
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      schrieb am 17.07.18 17:27:31
      Beitrag Nr. 22 ()
      Antwort auf Beitrag Nr.: 55.641.341 von R-BgO am 31.08.17 19:19:58
      der Wettbewerb ist nicht untätig:
      Avatar
      schrieb am 14.09.18 12:28:30
      Beitrag Nr. 23 ()
      Uber CEO says company won't 'necessarily need to own self-driving tech' beyond initial stages

      https://goo.gl/mSQ98i
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      schrieb am 21.09.18 11:26:36
      Beitrag Nr. 24 ()
      Uber hat angeblich Appetit auf Deliveroo

      https://goo.gl/aPs2rJ
      Avatar
      schrieb am 16.10.18 14:35:03
      Beitrag Nr. 25 ()
      1 Antwort
      Avatar
      schrieb am 06.12.18 14:33:33
      Beitrag Nr. 26 ()
      Antwort auf Beitrag Nr.: 58.971.252 von R-BgO am 16.10.18 14:35:03
      mit Verknüpfung zu Symbol
      Thread: Uber - wird es jetzt was?
      Avatar
      schrieb am 11.12.18 23:09:53
      Beitrag Nr. 27 ()
      Tod mit Vorwarnung: "Wir sollten nicht alle 15.000 Meilen Dinge rammen"

      http://www.manager-magazin.de/digitales/it/interne-uber-mail…
      Avatar
      schrieb am 15.02.19 20:31:03
      Beitrag Nr. 28 ()
      Uber FY 2018 Results: Uber's losses narrowed, revenue grew

      https://www.cnbc.com/video/2019/02/15/uber-fy-2018-results-u…


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